CS-Cart “Business proposals” add-on is a must-have tool with an individual approach to a customer. It allows to generate business proposals as a PDF file and send it by email to the potential customers. As a result, customers will be able to get and view products they are interested in and choose the appropriate solution.

Features:

allows to create business proposals according to customer's needs;

allows to generate business proposals as a PDF file;

allows to view the example of a generated PDF file;

allows to send business proposals as emails with an attached PDF file;

allows to view the saved business proposals, delete and edit the necessary ones;

allows to send e-mails to registered and unregistered customers;

saved business proposals are displayed on a Business proposals page after saving (Products --> Business proposals);

sent business proposals are sorted by a sending date.

Compatibility:

The add-on is currently compatible with CS-Cart Pro v.3, Ultimate v.3.

The add-on is compatible with CS-Cart Multi-Vendor 3.0.x on condition that business proposals will be created by the main administrator.

The add-on is also compatible with CS-Cart Pro v.2.2.4.

Notes:

1. We offer free installation of this add-on only for the default CS-Cart versions (that don't have any file changes and additional modules). Otherwise, the installation may require additional charge.

2. After the payment is confirmed, you will be able to download the add-on from the order details page.

Please contact us if you have any questions about this product or experience any problems after the purchase, we are always ready to assist you.

The add-on's settings

To set and edit the options of the Business proposals add-on, go to Administration --> Add-ons --> Business proposals.

On the appeared window you will see the following:

1. In the Fields area you can see:

Selected fields - the fields which will be shown in the PDF file, in the product table.

Available fields - the fields that are available to add and display in the PDF file, in the product table.

Note!

- To move the necessary fields from the Available fields box to the Selected fields box or vice versa use the green arrows located between them.

- To change the order of the fields in the Selected fields box use the arrows under it (the set order of the fields will be displayed in the PDF file, in the product table).

2. Sort by - choose the necessary parameter from the selectbox according to which products will be sorted in the PDF file.

3. Group by category - tick the checkbox to group the products by category in the PDF file.

4. Include product options - tick the checkbox to include product options in the PDF file.

5. Enable PDF title page - tick the checkbox to enable PDF title page. It will be the first page of the PDF file containing the PDF title and the Company information.

How to create a business proposal?

1. After the add-on installation go to Products --> choose Business proposals.

2. Click on the Add business proposal button in the top right corner to create a new business proposal.

3. On the appeared page you will have to fill all the obligatory fields.

Proposal name - enter the name of a business proposal (it will be displayed in Admin panel).

Email subject - enter the email subject (it will be displayed in the email subject area of a received email).

Email body - enter the text of your email. You can add the parameters from the Note section at the top left corner of the page in the Email body.

Send to unregistered recipient - fill the necessary fields to send a business proposal to an unregistered user.

You should also fill the fields that are included into PDF settings:

PDF title - enter the title of the PDF file (it will be displayed on the first page of the PDF file on the top);

PDF header - enter the introductory text for your business proposal (it will be displayed before the table with the proposed products);

Products - click on the Add products to choose and add the necessary ones (they will be displayed in a table according to set options);

PDF signature - enter the signature which may contain a short conclusion of your business proposal.

How to save, see an example, generate and send a business proposal to a customer?

After filling all the necessary fields on a New business proposal page you can do the following:

1. Click on the Save button to save the created business proposal.

2. Click on the Choose action button --> Save and send to send the business proposal to a customer.

3. Click on the Choose action button --> Save and generate PDF to generate and view the business proposal as a PDF file. Saved version of a PDF file will be shown on the bottom of the page in a pop-up or in Downloads. So, you can view how the created PDF file looks like.

How to view and edit the saved business proposals?

To view the saved business proposals go to Products --> Business Proposals.

On the appeared page you will see the list of saved business proposals.

To edit or delete the saved business proposals just tick the necessary one and click on Edit or Delete links.

Notice! Sent business proposals are displayed according to a sending date.

Installation instruction

1. Download the archive with the Business proposals add-on.

2. Unpack the archive's content and upload files to your server in the root directory with the installed CS-Cart.

3. Log into the administration panel of your store, go to the Administration -> Add-ons.

4. In the list of add-ons find the Business proposals add-on and click Install opposite to its name.